Payroll Details Reference Applies to Admins, Managers Configure Payroll by adding additional details into each user’s profile. This article covers overviews of each tab in the User Details modal. Users are prompted to enter their pay information when logging-in to When I Work. Admins and managers can also enter pay information for users. Need to exclude users from payroll? If you need to exclude a user or users from payroll, check out Exclude Users from Payroll. Grayed out fields indicate you do not have the required role to access the field. Bank account information, tax withholding information, and deductions can only be added after a user is...
Benefits & Deductions Reference Guide Applies to Admins, Managers Use the following guide as a reference when setting up your benefits and deductions in payroll. You can set up recurring deductions or make one-time deductions. Benefit Description Deduction Type Medical This benefit belongs to a Section 125 Cafeteria plan that helps employees pay for qualified expenses related to medical care. Pre-tax Vision This benefit belongs to a Section 125 Cafeteria plan that helps employees pay for qualified expenses related to vision care. Pre-tax Dental This benefit belongs to a Section 125 Cafeteria plan that helps employees pay for qualified expenses related to dental care. Pre-tax Disability This benefit belongs...
Exclude Users From Payroll Applies to Admins, Managers You can elect to exclude individual users from payroll. This is useful if, for example, you want to give your accountant access to When I Work Payroll to process payroll. Take a peek at the considerations below for more context on what happens when a user is excluded. The excluded user is not sent to the payroll engine. The excluded user does not appear in payroll Details. The excluded user does not appear in the Hours & Pay menu. Once you elect to exclude a user, any earnings from the current pay period are removed from the next payroll. Hover...
Payroll Details Reference Applies to Admins, Managers Configure Payroll by adding additional details into each user’s profile. This article covers overviews of each tab in the User Details modal. Users are prompted to enter their pay information when logging-in to When I Work. Admins and managers can also enter pay information for users. Need to exclude users from payroll? If you need to exclude a user or users from payroll, check out Exclude Users from Payroll. Grayed out fields indicate you do not have the required role to access the field. Bank account information, tax withholding information, and deductions can only be added after a user is...
Benefits & Deductions Reference Guide Applies to Admins, Managers Use the following guide as a reference when setting up your benefits and deductions in payroll. You can set up recurring deductions or make one-time deductions. Benefit Description Deduction Type Medical This benefit belongs to a Section 125 Cafeteria plan that helps employees pay for qualified expenses related to medical care. Pre-tax Vision This benefit belongs to a Section 125 Cafeteria plan that helps employees pay for qualified expenses related to vision care. Pre-tax Dental This benefit belongs to a Section 125 Cafeteria plan that helps employees pay for qualified expenses related to dental care. Pre-tax Disability This benefit belongs...
Exclude Users From Payroll Applies to Admins, Managers You can elect to exclude individual users from payroll. This is useful if, for example, you want to give your accountant access to When I Work Payroll to process payroll. Take a peek at the considerations below for more context on what happens when a user is excluded. The excluded user is not sent to the payroll engine. The excluded user does not appear in payroll Details. The excluded user does not appear in the Hours & Pay menu. Once you elect to exclude a user, any earnings from the current pay period are removed from the next payroll. Hover...
